Uber Technologies, Inc.

NYSE:UBER 株式レポート

時価総額:US$152.0b

Uber Technologies 過去の業績

過去 基準チェック /46

Uber Technologiesは、平均年間68.7%の収益成長を遂げていますが、 Transportation業界の収益は、年間 成長しています。収益は、平均年間0.4% 26%収益成長率で 成長しています。 Uber Technologiesの自己資本利益率は35.9%であり、純利益率は19.3%です。

主要情報

68.68%

収益成長率

68.56%

EPS成長率

Transportation 業界の成長15.63%
収益成長率25.97%
株主資本利益率35.94%
ネット・マージン19.33%
次回の業績アップデート06 May 2026

最近の業績更新

Uber Technologies (NYSE:UBER) Is Posting Healthy Earnings, But It Is Not All Good News

Nov 13
Uber Technologies (NYSE:UBER) Is Posting Healthy Earnings, But It Is Not All Good News

Why Uber Technologies' (NYSE:UBER) Earnings Are Weaker Than They Seem

May 14
Why Uber Technologies' (NYSE:UBER) Earnings Are Weaker Than They Seem

Recent updates

Uber Q1 Preview: The American Superapp

May 01

UBER: AV Partnerships And Blacklane Acquisition Will Reshape Long Term Mobility Network

Analysts have trimmed their average price target for Uber Technologies slightly, reflecting modestly lower revenue growth assumptions, a marginally higher discount rate, and recent target cuts across the Street, even as they continue to highlight the potential of Uber's AV partnerships and the Blacklane acquisition. Analyst Commentary Recent research on Uber clusters around two themes: execution on autonomous vehicle partnerships and the Blacklane acquisition on the one hand, and a broad reset of valuation assumptions on the other.

UBER: Expanding Autonomous Partnerships And Premium Rides Will Drive Long Term Upside

Analysts have slightly lowered the updated fair value estimate for Uber Technologies to $103.58. This change reflects modest adjustments to revenue growth, profit margin and P/E assumptions, as they balance slightly reduced price targets with continued interest in the company’s AV partnerships, acquisitions and product initiatives.

Uber Technologies Inc. – Acquisition of Blacklane to Accelerate Global Luxury Mobility Expansion

Author: Qudus Adebara (Founder of Wane Investment House) Uber Technologies Inc. has announced an agreement to acquire Blacklane , marking a significant strategic move to expand its presence in the fast-growing premium and executive travel segment.

UBER: Expanding Autonomous Partnerships Will Support Long Term Upside Potential

Uber's updated analyst price target edged slightly lower to about $104, with analysts citing refined assumptions on discount rate, profit margin and future P/E as they weigh recent commentary on autonomous vehicle partnerships, competitive AV supply and broader sector multiple resets. Analyst Commentary Recent research on Uber frames a fairly clear debate around how quickly the company can execute on autonomous vehicles, how durable its core Mobility growth can be into 2026, and what P/E or cash flow multiple is appropriate as estimates and sector sentiment reset.

Uber Technologies (UBER): From Ride-Hailing Giant to Autonomous Aggregator

Vestra has decreased revenue growth from 15.0% to 10.6%.

UBER: Autonomous Partnerships And AI Efficiencies Will Drive Long Term Upside Potential

Our updated view trims Uber Technologies' fair value estimate slightly, from $104.47 to $103.81, as analysts factor in a wave of reduced price targets in the $99 to $125 range and modest tweaks to margin and multiple assumptions, even while highlighting ongoing growth drivers such as autonomous vehicle partnerships and product innovation. Analyst Commentary Recent research paints a mixed but generally constructive picture, with many firms trimming price targets for Uber while still pointing to growth avenues in autonomous vehicles, product expansion, and capital return.

UBER: AI And Autonomous Partnerships Will Shape Long Term Upside Potential

Analysts recently trimmed their average price target on Uber Technologies to about $104 from roughly $105, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples after revisiting their models and broader sector valuations. Analyst Commentary Recent research on Uber highlights a mix of optimism around execution and growth on one side, and some reservation around valuation, macro risk and competitive or regulatory questions on the other.

What's Uber doing in Turkiye?

Uber’s recent moves in Türkiye are hard to ignore. In the past year, $UBER has committed over $1B across Trendyol Go and Getir delivery assets — paying ~0.34–0.41x gross bookings for businesses operating at ~4% global EBITDA margins.

UBER: Autonomous Vehicle Partnerships And AI Will Drive Long Term Upside

Analysts have trimmed their implied fair value for Uber Technologies to about US$105 from roughly US$110, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E multiple, and a small improvement in expected profit margins following a broad round of Street price target cuts in recent research. Analyst Commentary Recent research on Uber reflects a wide reset in price targets, with most firms trimming their numbers while generally keeping constructive views on execution, profits, and long term growth opportunities.

UBER: Autonomous Partnerships And AI Will Support Long Term Returns

Analysts have trimmed their fair value estimate for Uber Technologies slightly to about US$110.43 from US$110.72. This reflects a modestly higher discount rate and slightly lower profit margin assumptions, even as they continue to point to steady revenue growth expectations and supportive research citing resilient Mobility trends and long term autonomous vehicle opportunities.

Cross Platform Users And Autonomous Vehicles Will Constrain Margins And Keep Shares Fairly Valued

Catalysts About Uber Technologies Uber Technologies operates a global platform that connects consumers with mobility, delivery and other earning and work opportunities. What are the underlying business or industry changes driving this perspective?

UBER: Autonomous Partnerships And AI Are Expected To Support Long Term Margins

Analysts have nudged their fair value estimate for Uber slightly lower to about $111, reflecting modestly higher discount-rate assumptions. They continue to highlight AI driven revenue opportunities, ongoing autonomous vehicle partnerships, and a focus on long term margins and capital allocation in recent price target updates across the Street.

UBER: Autonomous Expansion Will Sustain Platform Engagement And Profit Momentum

Analysts have modestly raised their fair value estimate for Uber Technologies by about $1 per share to roughly $112, citing a strong Q3 print, accelerating delivery growth versus peers, and confidence that robust engagement and profit expansion can continue even as margin gains normalize and long term autonomous vehicle economics become a greater focus. Analyst Commentary Analysts remain broadly constructive on Uber following the Q3 update, pointing to solid execution across mobility and delivery, resilient user engagement, and a strengthening narrative around long term autonomous vehicle positioning, even as expectations for near term AV profit contribution are tempered.

UBER: Emerging Autonomy And Platform Engagement Will Sustain Competitive Leadership

Uber Technologies’ fair value estimate has been modestly raised to $111.06 from $110.55. Analysts note continued steady core fundamentals, resilient profit growth, and growing platform engagement, which are supporting an improved price target outlook.

UBER: Margin Improvements and Platform Engagement Will Drive Outperformance Against Peers

Uber Technologies’ analyst price target increased to $110 from $100, as analysts highlight the company’s robust core fundamentals, steady margin improvement, and growing platform engagement, which are supporting a stronger outlook. Analyst Commentary Recent analyst commentary on Uber Technologies reflects a nuanced view of the company’s prospects, with both bullish and bearish elements shaping the investment debate.

Uber Technologies (NYSE:UBER) Is Posting Healthy Earnings, But It Is Not All Good News

Nov 13
Uber Technologies (NYSE:UBER) Is Posting Healthy Earnings, But It Is Not All Good News

Earnings Beat: Uber Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 07
Earnings Beat: Uber Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals

Uber Technologies' fair value estimate has been revised upward by analysts to $108.88 from $108.52 per share. This change reflects sustained momentum in Delivery growth and continued confidence in management's ability to achieve robust near-term and long-term performance targets.

Urban Expansion And AV Ventures Will Foster Opportunities And Risks

Uber Technologies’ fair value estimate has been raised modestly to $108.52 per share. Analysts cite resilient delivery growth, robust trip volumes, and the impact of ongoing strategic initiatives following recent earnings and updated guidance.

Urban Expansion And AV Ventures Will Foster Opportunities And Risks

Uber Technologies’ analyst fair value price target was raised slightly, from $106.43 to $107.62. Analysts cited continued Delivery outperformance, robust trip growth, and management's commitment to shareholder returns as supporting factors for the upward revision.

Urban Expansion And AV Ventures Will Foster Opportunities And Risks

Despite minimal changes in consensus revenue growth and net profit margin forecasts, Uber Technologies’ analyst price target has increased from $100.54 to $105.66. What's in the News Uber announced a partnership with Dollar General and pOpshelf to add over 14,000 locations to Uber Eats, offering affordable essentials and promotional discounts.

Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.

Uber posted another solid quarter with revenue and profit beats, hitting milestones across mobility and delivery. The $20 billion buyback is a bold signal of financial strength, even as the market questions the execution roadmap for its robotaxi investments.

Is There An Opportunity With Uber Technologies, Inc.'s (NYSE:UBER) 49% Undervaluation?

Jul 29
Is There An Opportunity With Uber Technologies, Inc.'s (NYSE:UBER) 49% Undervaluation?

Here's Why We Think Uber Technologies (NYSE:UBER) Is Well Worth Watching

Jul 12
Here's Why We Think Uber Technologies (NYSE:UBER) Is Well Worth Watching
User avatar

Excellent business fundamentals. However, current valuation offers no margin of safety at 40%+ premium to intrinsic value.

Revenue Growth: Q1 2025: $11.53B (+14% YoY), strong momentum continuing

Is There Now An Opportunity In Uber Technologies, Inc. (NYSE:UBER)?

May 31
Is There Now An Opportunity In Uber Technologies, Inc. (NYSE:UBER)?

Why Uber Technologies' (NYSE:UBER) Earnings Are Weaker Than They Seem

May 14
Why Uber Technologies' (NYSE:UBER) Earnings Are Weaker Than They Seem

Uber Technologies, Inc.'s (NYSE:UBER) 30% Share Price Surge Not Quite Adding Up

May 04
Uber Technologies, Inc.'s (NYSE:UBER) 30% Share Price Surge Not Quite Adding Up

Uber: End-Of-2024 Decline Provided An Extremely Attractive Opportunity

Apr 25

Uber: Undervalued Despite Its Profitable Transformation

Apr 17

Uber Stock: Double-Digit Return Potential Justifies A Buy

Mar 31

Uber Has A Waymo Problem

Mar 16

Bill Ackman Bets On Uber: Investors Should Follow (Technical Analysis)

Feb 21

収支内訳

Uber Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:UBER 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Dec 2552,01710,05310,3393,402
30 Sep 2549,61016,6408,3763,302
30 Jun 2547,33112,6267,6423,214
31 Mar 2545,38012,2867,5643,134
31 Dec 2443,9789,8569,8763,109
30 Sep 2441,9554,4027,1913,108
30 Jun 2440,0592,0117,0523,131
31 Mar 2438,5891,3906,9603,179
31 Dec 2337,2811,8878,7383,164
30 Sep 2335,9521,0537,3673,127
30 Jun 2335,003-3747,8413,090
31 Mar 2333,846-3,3688,2012,986
31 Dec 2231,877-9,1417,8922,798
30 Sep 2229,048-8,8447,8982,609
30 Jun 2225,550-10,0627,6302,342
31 Mar 2221,406-6,3187,4332,126
31 Dec 2117,455-4967,1052,054
30 Sep 2114,842-2,3576,5031,894
30 Jun 2112,810-1,0216,3741,894
31 Mar 2110,794-3,9405,9671,990
31 Dec 2011,139-6,7686,1442,120
30 Sep 2010,896-6,8956,5782,330
30 Jun 2011,896-6,9696,6182,592
31 Mar 2013,149-10,4308,0135,072
31 Dec 1913,000-8,5067,9254,836
30 Sep 1913,052-7,6707,3594,594
30 Jun 1912,183-7,4946,9004,273
31 Mar 1911,785-2,4745,3931,574
31 Dec 1810,43305,0361,505
31 Dec 177,932-4,0334,5641,201
31 Dec 163,845-3,2462,575864

質の高い収益: UBERは 高品質の収益 を持っています。

利益率の向上: UBERの現在の純利益率 (19.3%)は、昨年(22.4%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: UBER過去 5 年間で収益を上げており、収益は年間68.7%増加しています。

成長の加速: UBERの過去 1 年間の収益成長率 ( 2% ) は、5 年間の平均 ( 年間68.7%を下回っています。

収益対業界: UBERの過去 1 年間の収益成長率 ( 2% ) はTransportation業界-12.3%を上回りました。


株主資本利益率

高いROE: UBERの 自己資本利益率 ( 35.9% ) は 高い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/01 13:11
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Uber Technologies, Inc. 51 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。77

アナリスト機関
Oliver LesterArete Research Services LLP
Richard KramerArete Research Services LLP
null nullArgus Research Company